Creative Planning’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q2
Sell
-800
Closed -$1K 2619
2021
Q1
$1K Buy
+800
New +$18.5K ﹤0.01% 2601
2016
Q1
Sell
-400
Closed -$1K 4561
2015
Q4
$1K Buy
+400
New +$13.2K ﹤0.01% 4262
2015
Q2
Sell
-2,400
Closed -$6K 3055
2015
Q1
$6K Buy
2,400
+400
+20% +$15.5K ﹤0.01% 3479
2014
Q4
$6K Buy
+2,000
New +$83.1K ﹤0.01% 3429

Other funds holding XLE

Creative Planning's XLE Position: Q2 2026 in Review

Creative Planning reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 0.87% in Q2 2026, selling an estimated $225K and leaving 449,939 shares worth $23.9M. The position accounts for 0.01% of the portfolio, ranked #434.

Creative Planning first reported a position in XLE in Q2 2013 and has held it in 53 quarters since. The position peaked at $399M in Q4 2017. 2,036 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

  • Creative Planning held 449,939 shares of State Street Energy Select Sector SPDR ETF worth $23.9M as of Q2 2026.
  • Creative Planning sold 3,934 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $225K.
  • State Street Energy Select Sector SPDR ETF made up 0.01% of Creative Planning's portfolio in Q2 2026, its #434 holding.
  • Creative Planning first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2013 and has held it in 53 quarters since.
  • Creative Planning's State Street Energy Select Sector SPDR ETF position peaked at $399M in Q4 2017.
  • 2,036 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.